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Home > Financial Services > Stock Brokers > Cu Investment Solutions, Inc.
Cu Investment Solutions, Inc.
CU Investment Solutions, Inc. (ISI) is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
In 2002, Corporate Network Brokerage Services (CNBS), a broker-dealer for the credit union industry changed its name as CU Investment Solutions, Inc.The Company is committed to complying with all statutory and regulatory requirements designed to combat money laundering and any activity which facilitates the funding of terrorist or criminal activities.
ISI is the only broker-dealer offering proprietary on and off-balance sheet investment products of U.S. Central. In addition, ISI's Financial Sales Group offers clients the opportunity to buy and sell a variety of securities including government agency, asset-backed, mortgage-backed and mortgage derivative securities.CU Investment Solutions, Inc. has a multi-tiered business continuity plan. The plan identifies the steps necessary to respond to any type of disaster, including our facilities becoming uninhabitable for long or short periods of time.
The Corporate Strategies Group offers a range of fee-based services to corporate credit unions. ISI is the largest provider of asset-liability, consulting and investment supervisory services to corporate. The group takes a total balance sheet approach to asset-liability management and investments, assisting corporate in policy design, investment allocation and risk management.
ISI is able to assist clients in portfolio design, trade execution, investment allocation, collateral surveillance, and portfolio monitoring and risk attribution. Under the current regulatory environment, corporate credit unions are confronted with the need for sound investment strategies that can be documented in a manner that balances total return objectives with regulatory and board-imposed risk constraints. ISI helps each client target its allocation of surplus funds to various markets and investment vehicles.
Virtually all mission critical systems of ISI have redundancy, with most systems being readily recoverable at alternate sites. All system backups are performed each weekday evening. System backups are stored at a secure off-site location, along with installation media and documentation required for system rebuild, along with onsite copies for fast access. Full system rebuild procedures exist for all systems.
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